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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,580 | $156,398+205.4% | $147,318+224.2% | $138,895+243.8% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 8.10% | 78.75%-70.6pp | 70.43%-62.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $2,562 | $4,853-47.2% | $4,593-44.2% | $4,194-38.9% |
| Participant deferral / active EE | $10,614 | $8,237+28.8% | $7,906+34.2% | $6,396+65.9% |
| Admin fee / account holder | $1,134 | $14,976-92.4% | $13,708-91.7% | $12,562-91.0% |